Semiconductor News & Analysis Feed
368 articles
2026-06-16
news.google.com
2026-06-16
EE Times Asia
2026-06-16
digitimes.com
2026-06-16
The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility now extends two to three years, prompting Taiwan's three leading IC substrate suppliers,Unimicron,Kinsus, andNanya PCB, to restart capacity expansion targeting GPU, CPU, and ASIC customers.
2026-06-16
digitimes.com
2026-06-16
AI, high-performance computing, and early pull-ins from TV, PC, and notebook supply chains pushed the global foundry market to a record high in the first quarter of 2026. China's Nexchip Semiconductor delivered the key ranking shift, overtaking Taiwan's Vanguard International Semiconductor (VIS) for the first time to become the world's eighth-largest foundry.
2026-06-15
www.digitimes.com
2026-06-15
digitimes
Nvidia CEO Jensen Huang's recent trip to South Korea put the spotlight on the rivalry between Samsung Electronics and SK Hynix, while memory giant Micron crossed the US$1 trillion market-cap mark for the first time. That shift has also drawn global attention...
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2026-06-15
wccftech.com
2026-06-15
Wccftech
The 2nm GAA process is slowly gaining traction through improved yields, with Samsung’s more mature 4nm and 8nm nodes increasing in utilization, becoming one of the reasons why the Korean giant is slowly approaching the path of profitability. Unfortunately, there’s always some resistance in the way, and according to the company’s semiconductor head, it’s performance-based bonuses and a mobile-centr
2026-06-15
www.marketbeat.com
2026-06-15
MarketBeat
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2026-06-15
stockstory.org
2026-06-15
StockStory
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2026-06-15
www.megabites.com.ph
2026-06-15
megabites.com.ph
Cadence announced that Aeva, a leader in next-generation sensing and perception systems, has licensed Cadence® Tensilica® Vision DSP IP to accelerate signal processing in its 4D LiDAR systems—enabling flexible and scalable solutions for industrial robotics and automotive applications. This design win marks a significant step in delivering high-performance, low-power lidar systems optimized for rea
2026-06-15
digitimes.com
2026-06-15
Nvidia CEO Jensen Huang's recent trip to South Korea put the spotlight on the rivalry between Samsung Electronics and SK Hynix, while memory giant Micron crossed the US$1 trillion market-cap mark for the first time. That shift has also drawn global attention to Micron CEO Sanjay Mehrotra, whose rise began with a string of dramatic visa rejections 50 years ago.
2026-06-15
digitimes.com
2026-06-15
China has allowed the release of a fresh supply of indium phosphide (InP) substrates, which are under export controls. A first 2026 batch shipped at the end of May following an earlier release in 2025, easing a capacity bottleneck in the optical communications market. Taiwanese compound semiconductor suppliers including Visual Photonics Epitaxy (VPEC) and Global Communication Semiconductors (GCS)
2026-06-15
digitimes.com
2026-06-15
Below are the most-read DIGITIMES Asiastories from the week of June 8-14, 2026:
2026-06-15
digitimes.com
2026-06-15
Samsung Electronics' foundry division chief told employees on June 12 that a return to profitability in the contract chipmaking business looks difficult next year, with 2028 emerging as a more likely timeline, Yonhap, ZDNet Korea,and Chosunreported.
2026-06-14
news.google.com
2026-06-14
IndexBox
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Icon Wealth Advisors LLC Acquires 7,783 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Icon Wealth Advisors LLC increased its TSM holdings by 65.3% in the fourth quarter, buying 7,783 additional shares and bringing its total position to 19,695 shares worth about $5.98 million.
Insider activity was mixe
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Knollwood Investment Advisory LLC Acquires 3,664 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Knollwood Investment Advisory boosted its stake in Taiwan Semiconductor Manufacturing by 24.9% in the fourth quarter, buying 3,664 more shares and bringing its total holdings to 18,380 shares worth about $5.
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Arkos Global Advisors Sells 6,987 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Arkos Global Advisors cut its NVIDIA stake by 57.6% in the fourth quarter, selling 6,987 shares and leaving it with 5,135 shares valued at about $958,000.
NVIDIA reported strong quarterly results, with EPS of $1.87 and revenue of $81.62 billion, both
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Brown Advisory Inc. Sells 81,866 Shares of ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
Brown Advisory Inc. reduced its stake in ASML Holding N.V. (NASDAQ:ASML - Free Report) by 15.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 452,246
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Artemis Wealth Advisors LLC Has $6.99 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Artemis Wealth Advisors LLC cut its TSM position by 30.3% in the fourth quarter, selling 10,000 shares and leaving it with 23,000 shares valued at about $6.99 million. Taiwan Semiconductor Manufacturing now r
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Artemis Wealth Advisors LLC Trims Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Artemis Wealth Advisors LLC cut its NVIDIA stake by 36.4% in the fourth quarter, selling 20,000 shares and ending with 35,000 shares valued at about $6.53 million.
Despite some portfolio trimming by investors, NVIDIA continues to draw broad institu
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
NVIDIA Corporation $NVDA is Biondo Investment Advisors LLC's 3rd Largest Position
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Biondo Investment Advisors trimmed its NVIDIA stake by 11.3% in the fourth quarter, but NVDA still remains its 3rd-largest holding, making up 6.8% of the portfolio and worth about $56.5 million.
Despite some mixed market commentary, anal